About Us

Personal Financial Group was founded on the principle that financial planning should be based on personalized service in 1998. For each of our clients, we strive to create financial stability and a plan for financial independence, addressing wealth management concerns such as retirement, risk management, college, estate, and tax planning.

Working with an Advisor

Our firm is comprised of investment professionals with many years of combined experience, advanced degrees and prestigious professional designations that demonstrate an elevated level of knowledge across many areas of financial planning. With increasingly complex financial markets and longer life expectancy, working with an investment professional is more important than ever. One of the most important decisions you can make is to seek the advice of a trusted, qualified advisor. For this important partnership, you need a trained professional who sees your total financial picture-someone who can help you define your life goals, establish the right financial plan, provide strategies focused on your needs, and help you stay on track.

At PFG, we understand the important role a financial advisor can play in managing your total financial life. That’s why we provide our financial advisors with the tools they need to help you work toward your goals.

Independence Powered By LPL Financial

Personal Financial Group is powered by LPL Financial, the nation’s largest independent broker/dealer.*

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best – help their clients attain their financial goals and fulfill their dreams.

With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:

LPL Financial understands that providing Americans with objective investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly objective advice and investment recommendations.

The firm’s mission is clear: We believe that objective financial guidance is a fundamental need for everyone. We enable our customers to focus on what they do best-create the personal, long-term client relationships that are the foundation for turning life’s aspirations into financial realities.

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firms’ tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.

For more information about LPL Financial, visit www.lpl.com

*As reported in Financial Planning Magazine, 1996-2014, based on total revenue.

Why Use PFG?

Does Your Advisor Offer The Following Services?

Is their firm a Registered Investment Advisor?

Are they registered to Give Advice?

Can they assist with Tax Planning?

Do they or their firm provide SIPC Insurance Protection on accounts opened?

Is your Representative a CERTIFIED FINANCIAL PLANNER™ Professional?

Is your representative affiliated with an Independent Broker/Dealer?

Is your current Advisor registered in Securities, Life Insurance, and Variable Annuities through an independent broker/dealer?

Is your current Advisor an Investment Advisor Representative of a Registered Investment Advisor who is independently registered with the SEC?

If you answered “NO” to any of the following questions, contact Personal Financial Group for a complimentary consultation.

Additional Resources

Click below to learn more about Personal Financial Group in printable PDFs.